Weekly Published Article

7-24-21 - Question Of The Month - July

“Hi, Brian.  My husband and I are concerned about the future of Social Security after reading and hearing many reports about the instability of the system.  Should we be worried about this, and if so, what possible changes could be coming to the Social Security program?”  Thank you.  Laurie

7/17/21 - It’s Time For Your Retirement Checkup.


The year 2021 is half over, and this is the time of year many people have a medical checkup with their doctor to make sure everything is ok and to make health improvements.  This is also a good time of year to visit with your “retirement doctor” to evaluate your retirement plan and make sure it is up to date and accurate as well. 



7-10-21 - Don’t Make These Roth IRA Mistakes

The Roth IRA is one of the most popular and effective tools to use in becoming tax-efficient in your retirement years.  However, it is not bulletproof.  There are several mistakes that could be made with a Roth IRA that could really hurt your retirement plan.

7/3/21 - Will You Achieve Financial Independence in Retirement?


All this week people have been celebrating Independence Day.  Independence Day honors the birthday of the United States of America and the adoption of the Declaration of Independence on July 4, 1776.  The Declaration of Independence is the nation's most cherished symbol of liberty, and this is a special time for many Americans.



6-26-21 - June 2021 Question Of The Month

“Hi, Brian.  I am 77 years old and just retired this year.  When I retired, I called my 401(k) company to roll my 401(k) over to my own IRA.  They told me they could roll over the majority to my IRA custodian, but they had to send me a check made payable to me first for my required minimum distribution for this year.  Is this true?  I wanted the full amount rolled over to my IRA.  Thank you.”  Russ